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Disclosery

TLWM: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TLWM on IBDR, newest first. How the timeline and the estimate are built.

TLWM held 34,520 IBDR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,520 shares
    Change vs previous 13F -245 shares

    0.13% of the 13F portfolio, value $836,771.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,765 shares
    Change vs previous 13F -965 shares

    0.14% of the 13F portfolio, value $842,365.

    13F-HR 0001732537-26-000004 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 35,730 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $866,101.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 35,730 shares
    Change vs previous 13F -371 shares

    0.16% of the 13F portfolio, value $865,747.

    13F-HR 0001732537-26-000001 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 36,101 shares
    Change vs previous 13F -787 shares

    0.16% of the 13F portfolio, value $877,271.

    13F-HR 0001085146-25-005906 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 36,888 shares
    Change vs previous 13F -394 shares

    0.17% of the 13F portfolio, value $894,556.

    13F-HR 0001085146-25-004210 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 37,282 shares
    Change vs previous 13F -622 shares

    0.18% of the 13F portfolio, value $902,607.

    13F-HR 0001085146-25-003000 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 37,904 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $912,364.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).